HABIT 3:
Evaluating the Six-Step Process

1. What worked well?


2. What should be changed?


3. Was accomplishing the goals you identified the best use of your time? Why or why not?


4. What unmet goals should you carry into the coming week?


5. What patterns of success and failure do you see in setting and achieving goals?


6. What keeps getting in the way of accomplishing your goals?




Learning Journal
Use this sheet to record key learnings and action items.
Date:
Principle/Concept:
Capture and expand.
What have been your “aha!” learning in relation to this principle or concept?
Apply.
How have you applied this concept in your daily life?
Share.
Who have you shared this concept with?
What was his or her response to what you taught?
Record in your planner any commitments you make or actions you wish to take.



Weekly Preparation / Evaluation
1. Connect to mission. Link your mind and heart to a worthwhile and principle-centered purpose.
2. Review roles. Reviewing roles will help you achieve balance and a positive Emotional Bank account in relationships.
3. Review daily evaluations: Successes, Learnings and Suggested Improvements.
4. Identify goals. Ask yourself, “What am I going to do within my roles to live my mission and realize my vision? What is the most important thing I can do in this role this week to have the greatest positive impact?”
5. Organize weekly. In order to clarify your perspective and give you a manageable amount of time to plan Quadrant II activities, organize on a weekly basis. Schedule your goals.
6. Exercise integrity in the moment of choice. Ask yourself, “How does my daily planning process reflect exercising integrity in the moment of choice?”
7. Evaluate. Review for lessons learned, revisit the mission, and commit to apply evaluation results.


HABIT 2 & 3: Weekly Evaluation
Sunday, August 23, 2009
Through
Saturday, August 29, 2009

Successes / Learnings:

1. fff
2. fff
3. fff
4. fff
5. fff

Improvements / Suggestions:

1. fff
2. fff
3. fff
4. fff
5. fff



Weekly Preparation / Evaluation

1. Connect to mission. Link your mind and heart to a worthwhile and principle-centered purpose.
2. Review roles. Reviewing roles will help you achieve balance and a positive Emotional Bank account in relationships.
3. Review daily evaluations: Successes, Learnings and Suggested Improvements.
4. Identify goals. Ask yourself, “What am I going to do within my roles to live my mission and realize my vision? What is the most important thing I can do in this role this week to have the greatest positive impact?”
5. Organize weekly. In order to clarify your perspective and give you a manageable amount of time to plan Quadrant II activities, organize on a weekly basis. Schedule your goals.
6. Exercise integrity in the moment of choice. Ask yourself, “How does my daily planning process reflect exercising integrity in the moment of choice?”
7. Evaluate. Review for lessons learned, revisit the mission, and commit to apply evaluation results.


HABIT 2 & 3: Daily Evaluation
Tuesday, August 25, 2009

1. What are my successes? Did my actions today support my mission and values, roles and goals?

2. What have I learned?

3. How can I improve?



Daily Preparation

1. Read daily quote.
2. Read mission statement.
3. Review compass card and goals.
4. Review today’s prescheduled events / appointments.
5. Review Master Task List for specific activities for today’s Daily Task List. Write appropriate activities in the Daily Task List.
6. Update daily schedule from monthly calendar.
7. Review the next few days’ schedules to see what needs to be prepared.
8. Prioritize with A, B and C’s and 1, 2 and 3’s.

Daily Evaluation__

1. Reschedule / delete any incomplete tasks.
2. Record applicable DRE with Independent Records (phone calls and emails, notes, student discipline names, etc.).
3. Schedule follow-up activities / tasks related to DRE.
4. Summarize and Index DRE.
5. Evaluate day with three questions:
6. What are my successes? Did my actions today support my mission and values, roles and goals?
7. What have I learned?
8. How can I improve?